Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lonergan is a financial advisor with LPL Financial LLC, working in the Foster City, CA area. Kevin has been in the financial services industry since April 1992. He has held registrations with several firms, including MSI Financial Services, Inc., New England Securities, Mutual of Omaha Investor Services, Inc., Country Capital Management Company, MetLife Securities Inc. and Metropolitan Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/24/2023 - Present
LPL Financial LLC (FOSTER CITY CA)
CA
09/28/2020 - 08/15/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN CARLOS CA)
CA
03/25/2017 - 09/23/2020
MML INVESTORS SERVICES, LLC (San Jose CA)
CA
07/15/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FOSTER CITY CA)
CA
05/10/2007 - 01/02/2015
NEW ENGLAND SECURITIES (FOSTER CITY CA)
CA
05/04/2005 - 05/24/2007
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CONCORD CA)
IL
01/02/2003 - 03/26/2004
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
MA
03/13/1989 - 01/22/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/13/1989 - 01/22/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/09/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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